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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Sells

1 +$759M
2 +$656M
3 +$604M
4
PM icon
Philip Morris
PM
+$535M
5
PAYX icon
Paychex
PAYX
+$501M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.07%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4651
$182K ﹤0.01%
3,645
4652
$181K ﹤0.01%
+9,521
4653
$181K ﹤0.01%
2,681
+229
4654
$181K ﹤0.01%
4,966
-69
4655
$181K ﹤0.01%
48,981
+3,885
4656
$181K ﹤0.01%
15,256
-300
4657
$178K ﹤0.01%
5,602
-2,218
4658
$178K ﹤0.01%
12,866
+10,972
4659
$177K ﹤0.01%
3,974
+307
4660
$177K ﹤0.01%
1,105
+996
4661
$177K ﹤0.01%
12,637
-1,984
4662
$177K ﹤0.01%
13,959
-343
4663
$177K ﹤0.01%
7,521
-3,302
4664
$177K ﹤0.01%
19,250
4665
$175K ﹤0.01%
18,596
+3,419
4666
$175K ﹤0.01%
5,005
+142
4667
$175K ﹤0.01%
9,545
-63
4668
$175K ﹤0.01%
25,468
+10
4669
$175K ﹤0.01%
13,470
+800
4670
$174K ﹤0.01%
11,456
-4,850
4671
$174K ﹤0.01%
19,979
-2,676
4672
$174K ﹤0.01%
10,068
+588
4673
$173K ﹤0.01%
+8,265
4674
$173K ﹤0.01%
9,720
+1,624
4675
$173K ﹤0.01%
33,329
+14,531